Filed March 31, 2020
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,218 | $52,884+15.8% | $84,753-27.8% | $55,167+11.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 33.29% | 18.03%+15.3pp | 22.78%+10.5pp | 169.23%-135.9pp |
| Employer contribution / active EE | $5,662 | $2,233+153.5% | $3,574+58.4% | $1,963+188.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |